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Disclosery

SRE SEMPRA

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Stock (common), issuer CIK 1032208

1,181 managers (1,214 13F filers) reported a position in SRE shares at 2025-12-31, 605,099,809 shares in all. 93 filers opened a position and 79 filers sold out during the quarter.

Managers
1,181
13F filers
1,214
New
93
Added
432
Reduced
398
Sold out
79
Shares held by filers
605,099,809

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BAYBAN533$47.1K0.04%13F-HRTimeline
Pacific Center for Financial Services520$46.8K0.01%013F-HRTimeline
Navalign, LLC494$43.6K0.01%new13F-HRTimeline
MOTCO491$43.4K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.474$41.8K<0.01%+7413F-HRTimeline
Bruce G. Allen Investments, LLC466$41.1K0.03%-17113F-HRTimeline
Dogwood Wealth Management LLC461$40.7K0.02%+713F-HRTimeline
Vision Retirement, LLC458$40.4K0.01%13F-HRTimeline
Financial Connections Group, Inc.458$40K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…445$39.3K<0.01%-2013F-HRTimelineGroup
Capital Advisors, Ltd. LLC420$37K<0.01%+5013F-HRTimeline
Westside Investment Management, Inc.402$36.1K0.01%-10013F-HRTimeline
Salomon & Ludwin, LLC406$35.5K<0.01%+19113F-HRTimeline
COUNTRY TRUST BANK402$35.5K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC400$35.3K<0.01%013F-HRTimelineGroup
Bank of New Hampshire400$35.3K0.01%013F-HRTimeline
Pingora Partners LLC400$35.3K0.02%013F-HRTimeline
Board of the Pension Protection Fund400$35.3K0.03%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC400$35.3K0.03%013F-HRTimeline
Covestor Ltd394$35K0.02%-713F-HRTimeline
GW&K Investment Management, LLC392$35K<0.01%+1013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC390$34.4K0.01%013F-HRTimeline
MilWealth Group LLC388$34.3K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC387$34.2K0.02%+11313F-HRTimeline
Key Financial Inc361$31.9K0.01%+15313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…355$31.6K0.01%+16113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV361$31K0.01%-3613F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…347$31K<0.01%+12713F-HRTimelineGroup
Bogart Wealth, LLC333$29.4K<0.01%+5813F-HRTimeline
Bangor Savings Bank332$29.3K<0.01%+3413F-HRTimeline
Princeton Global Asset Management LLC316$27.9K<0.01%013F-HRTimeline
Silvant Capital Management LLC304$26.8K<0.01%013F-HRTimeline
Crews Bank & Trust300$26.5K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.300$26.5K0.01%013F-HRTimeline
Ares Financial Consulting, LLC300$26.5K0.03%13F-HRTimeline
Private Wealth Asset Management, LLC294$26K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc287$25.3K0.01%+1113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management282$24.9K<0.01%-24213F-HRTimelineGroup
Kemnay Advisory Services Inc.260$23K<0.01%new13F-HRTimeline
High Note Wealth, LLC255$22.5K<0.01%-713F-HRTimeline
BLUELINE ADVISORS LLC250$22.1K0.02%13F-HRTimeline
Ball & Co Wealth Management Inc.242$21K0.01%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC237$21K<0.01%+6313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC229$20.4K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.226$20K0.01%013F-HRTimeline
City State Bank222$19.6K0.01%013F-HRTimeline
GoalVest Advisory LLC220$19.4K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC216$19.2K<0.01%-8313F-HRTimeline
Acumen Wealth Advisors, LLC214$19.1K0.01%13F-HRTimeline
Riverview Trust Co210$18.5K0.02%013F-HRTimeline
Fairscale Capital, LLC208$18.5K0.01%013F-HRTimeline
New England Capital Financial Advisors …205$18.1K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC204$18K0.01%013F-HRTimeline
Lavaca Capital LLC200$17.7K<0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd200$17.7K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.195$17.3K<0.01%-22913F-HRTimeline
Quaker Wealth Management, LLC195$17.2K0.01%+113F-HRTimeline
Collier Financial184$16.3K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…182$16.1K0.02%013F-HRTimeline
Greykasell Wealth Strategies, Inc.172$15.2K0.01%013F-HRTimeline
LRI Investments, LLC171$15.1K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.167$14.7K<0.01%+14613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC167$14.7K<0.01%+113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…165$14.7K<0.01%-5313F-HRTimelineGroup
Activest Wealth Management164$14.5K<0.01%-22713F-HRTimeline
1620 INVESTMENT ADVISORS, INC.156$13.8K0.01%013F-HRTimeline
CITY HOLDING CO154$13.6K<0.01%013F-HRTimeline
Hilltop National Bank153$13.5K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.150$13.2K<0.01%013F-HRTimeline
Essential Partners LLC149$13.2K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc146$12.9K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.140$12.4K<0.01%013F-HRTimeline
Howard Hughes Medical Institute140$12.4K0.01%013F-HRTimeline
CGC Financial Services, LLC138$12.2K<0.01%013F-HRTimeline
Estate Planners Group, LLC138$12.2K0.01%13F-HRTimeline
Osbon Capital Management LLC138$12.2K0.01%13F-HRTimeline
Glen Eagle Advisors, LLC134$11.9K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.131$11.6K<0.01%-6713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC130$11.5K<0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.128$11.3K0.01%+5813F-HRTimeline
Millstone Evans Group, LLC120$10.6K0.01%013F-HRTimeline
SHP Wealth Management112$9.91K<0.01%13F-HRTimeline
West Branch Capital LLC110$9.71K<0.01%013F-HRTimeline
Addison Advisors LLC109$9.62K<0.01%+2813F-HRTimeline
DUNCKER STREETT & CO INC108$9.54K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT108$9.54K<0.01%013F-HRTimeline
Hartford Financial Management Inc.102$9.01K<0.01%-513F-HRTimeline
JNBA Financial Advisors102$9.01K<0.01%+2413F-HRTimeline
DiNuzzo Private Wealth, Inc.102$9.01K<0.01%013F-HRTimeline
BIRCHBROOK, INC.102$9.01K<0.01%new13F-HRTimeline
Clayton Financial Group LLC101$8.92K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…101$8.92K<0.01%+5413F-HRTimelineGroup
Wilkerson Advisory Group LLC101$8.92K<0.01%13F-HRTimeline
MTM Investment Management, LLC100$8.83K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC100$8.83K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.88$8.83K<0.01%-213F-HRTimelineGroup
Kilter Group LLC97$8.56K<0.01%+1513F-HRTimeline
Cornerstone Financial Management LLC95$8.39K0.01%13F-HR/ATimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC92$8.12K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC92$8.12K<0.01%-15413F-HRTimeline
MASECO LLP91$8.03K<0.01%new13F-HRTimeline
Avion Wealth94$8K<0.01%-713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC89$7.86K<0.01%+7213F-HRTimeline
Sachetta, LLC89$7.86K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp87$7.68K<0.01%+1513F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC86$7.59K<0.01%13F-HRTimeline
Fortitude Family Office, LLC85$7.5K<0.01%-1413F-HRTimeline
J.Safra Asset Management Corp80$7.06K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC80$7.06K<0.01%-7213F-HRTimeline
Hilton Head Capital Partners, LLC80$7.06K<0.01%13F-HRTimeline
Aspect Partners, LLC77$6.8K<0.01%+913F-HRTimeline
Steigerwald, Gordon & Koch Inc.76$6.71K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC76$6.71K<0.01%+2913F-HRTimeline
Strategic Investment Solutions, Inc. /IL75$6.62K<0.01%013F-HRTimeline
Roxbury Financial LLC74$6.51K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.74$6.51K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV72$6.36K<0.01%013F-HRTimeline
Orion Capital Management LLC72$6.36K<0.01%-80013F-HRTimeline
Abound Wealth Management70$6.19K<0.01%013F-HRTimeline
Westfuller Advisors, LLC68$6.13K<0.01%new13F-HRTimeline
Quattro Advisors LLC69$6.12K<0.01%13F-HRTimeline
Estabrook Capital Management64$5.65K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC63$5.56K<0.01%+5413F-HRTimeline
Dunhill Financial, LLC60$5.28K<0.01%+813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.59$5.21K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.59$5.21K<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC58$5.16K<0.01%+2013F-HRTimeline
United Financial Planning Group LLC57$5.03K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.55$4.86K<0.01%013F-HRTimeline
First Pacific Financial54$4.8K<0.01%-513F-HRTimeline
Bay Harbor Wealth Management, LLC53$4.71K<0.01%+1913F-HRTimeline
Signature Equity Partners, LLC52$4.58K<0.01%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…51$4.57K<0.01%+213F-HRTimeline
Global Wealth Strategies & Associates52$4.56K<0.01%+113F-HRTimeline
Wealth Preservation Advisors, LLC51$4.5K<0.01%013F-HRTimeline
GODSEY & GIBB, INC50$4.42K<0.01%new13F-HRTimeline
Towne Trust Company, N.A50$4.42K<0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…54$4K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.42$3.71K<0.01%+2313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.40$3.54K<0.01%+813F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST40$3.53K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC40$3.53K<0.01%new13F-HRTimelineGroup
Reyes Financial Architecture, Inc.39$3.44K<0.01%new13F-HRTimeline
True Wealth Design, LLC37$3.27K<0.01%-513F-HRTimeline
Truvestments Capital LLC36$3.16K<0.01%+313F-HRTimeline
Clark Wealth Partners33$2.91K<0.01%013F-HRTimeline
Fairman Group, LLC32$2.85K<0.01%new13F-HRTimeline
Bare Financial Services, Inc30$2.65K<0.01%+1513F-HRTimeline
Principia Wealth Advisory, LLC30$2.65K<0.01%+313F-HRTimeline
FIRST HORIZON CORP28$2.47K<0.01%-13313F-HRTimeline
WestEnd Advisors, LLC28$2.47K<0.01%-113F-HRTimeline
Strategic Wealth Partners, Ltd.28$2.47K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC26$2.31K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC25$2.21K<0.01%+213F-HRTimeline
NVWM, LLC25$2.21K<0.01%+513F-HRTimeline
Gunpowder Capital Management, LLC dba O…22$1.94K<0.01%13F-HRTimeline
Sunrise Financial Services, LLC22$1.94K<0.01%13F-HRTimeline
OPTIMA CAPITAL LLC20$1.77K<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC20$1.77K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT17$1.5K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC16$1.41K<0.01%new13F-HRTimeline
TD Capital Management LLC16$1.37K<0.01%+113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.14$1.24K<0.01%13F-HRTimeline
Bullock Wealth Management Group14$1.24K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC12$1.06K<0.01%013F-HRTimeline
Redwood Park Advisors LLC12$1.06K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC19$1K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.10$871<0.01%13F-HRTimeline
IMA Advisory Services, Inc.7$622<0.01%013F-HRTimeline
Davis Capital Management7$618<0.01%013F-HRTimeline
Breakwater Investment Management6$530<0.01%013F-HRTimeline
Seneschal Advisors, LLC6$530<0.01%013F-HRTimeline
Networth Advisors, LLC6$530<0.01%13F-HRTimeline
CHELSEA COUNSEL CO5$445<0.01%013F-HRTimeline
EASTERN BANK5$441<0.01%new13F-HRTimeline
Stone House Investment Management, LLC5$441<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC5$441<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC4$353<0.01%new13F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.4$345<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2$177<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC2$177<0.01%new13F-HRTimeline